Leveraging Workflow Automation in Sage CRM

The workflows you incorporate into your business processes can be a competitive advantage.  When your workforce adheres to pre-defined and repeatable best-practices, your business is more efficient, your product or service more consistent, and you avoid having...

SAGECRM SUPPLEMENT

Working with Saved Searches in Sage CRM Saved Searches are a simple but powerful feature of Sage CRM.  They can spare you the time and effort of manually keying in filtering criteria time and again when running your most frequently-used searches.  Here’s a look at...

Customer Self-Service Portal in SageCRM

Your customers have access to more information than ever before. As a result, many of them are accustomed to finding the answers they need whenever and wherever it’s convenient for them. With all of the information available through Google, social media, and online...

E-Marketing in SageCRM

One of the most popular and exciting additions to SageCRM Version 7.1 has been the E-Marketing functionality that was added. This new feature allows you to create and manage email marketing campaigns directly from within your SageCRM application. You can select from...